"I think the world of Qualcomm. And it reported a terrific number with a solid dividend boost and monster buyback," Cramer said.

But the market may not see it like that. Instead Cramer said, the market is more likely to see Qualcomm as a big Apple client. And with Qualcomm linked to both the iPad and iPhone, every rival gadget could generate drag.

I worry that "every negative piece on Apple will translate into a negative rap on Qualcomm," Cramer said. "I think you have to think about Apple as a reason behind Goldman's decision to take down Qualcomm a notch, last week."

Skyworks

"Skyworks has fought to get in and stay into the Apple product line for years," Cramer said. And for their efforts they may now pay a price.

"Initially, when the Street learned that Skyworks' products were inside Apple gadgets the Street rushed to buy the stock. But what was once a boon is now a bane. Now all the Street can think is that they're inside for the foreseeable future.

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Broadcom

"I recently decided to eliminate Broadcom from the ActionAlertsPlus.com portfolio," Cramer admitted, "even though Broadcom is a valued partner of Samsung and is doing incredibly well."

What Cramer thinks matters more to the market is that Broadcom is also a key Apple supplier and lately "that's meant no lift on any good news, including a sharply better than expected quarter."